Excel-to-Word Document AutomationAnalysisPlace
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GatorMailWorkbooks
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Related Products
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About
The Excel-to-Word Document Automation Add-in automates updating of Excel-based content into Word and PowerPoint documents. Updatable content includes text, lists, tables, images, and charts. It also makes it easy to link/map the “dynamic” content to be updated. Update any new or existing Word or PowerPoint document with content from any new or existing Excel workbook. Update recurring reports and documents that need to be customized/personalized multiple times. Use your workbooks and your documents as templates -- any Word or PowerPoint document "linked" to the workbook using the core add-in can be used as a template The add-in makes it easy to link, test, upload, and manage document templates and associated Excel-based tools.
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About
Part of the Workbooks suite, Workbooks GatorMail is an advanced email marketing tool enabling you to easily send automated, targeted marketing messages via email to any mailing list no matter how complex or dynamic. With Workbooks, you get CRM and email in one solution, out of the box! Segment your contacts based on their needs and interests, and easily target them with personalized and highly relevant messages that are going to close the deal. Get insight into who is a cold lead and who is a hot prospect and drive nurturing programs accordingly. Drip compelling content to leads either over time or via dynamic events to turn your stagnant CRM data into a sales generator. Drive your contacts to take action with an email message, and learn more about them as they respond and go to your website. Track their behavior as they browse – with Workbooks Web Insights, and gain valuable information that can help you follow-up in the most meaningful way, driving efficiency and sales.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies looking for a Document Management system
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Audience
Marketers that need a powerful email marketing solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAnalysisPlace
Founded: 2010
United States
Analysisplace.com
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Company InformationWorkbooks
Founded: 2007
United Kingdom
www.workbooks.com/us/products/gatormail/
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Categories |
Categories |
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CPQ Features
2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Reporting Features
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Sales Enablement Features
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
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Email Marketing Features
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
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